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Nov 15, 2012
11/12
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the other thing is we're now in an environment where the dividend tax rate is 15%. we know it is not going down from here. it will go up from here. investors are now realizing that they have to execute on the tax changes that will occur. >> really interesting theme i've been hearing over and over is europe, which we just found out today, is officially in recession. a lot of folks are looking to go over there and pick through the bones in europe. not on a country wide basis, but they're looking for that type of opportunity here. >> what about that, joe? some of your colleagues here on the floor of the new york stock exchange have been saying they're sniffing around, maybe buying here. we're back to levels we haven't seen since july. are you among them? >> not just yet. you know, i hear people still using the word uncertainty. i think there's a lot of certainty that's come about in the last few weeks, in particular, the president's going to exert his will. he's now into his second term or about to enter his second term. he doesn't have to answer to have many people. c
the other thing is we're now in an environment where the dividend tax rate is 15%. we know it is not going down from here. it will go up from here. investors are now realizing that they have to execute on the tax changes that will occur. >> really interesting theme i've been hearing over and over is europe, which we just found out today, is officially in recession. a lot of folks are looking to go over there and pick through the bones in europe. not on a country wide basis, but they're...
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Nov 20, 2012
11/12
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CNBC
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you have to put money to work regardless of the environment. i've been hearing lately a lot of the wall street firms have strategies. they're telling their clients what to buy, what to sell if, in fact, we go over the cliff. so what's your strategy, brian? let's say hypothetically speaking there's no deal by december 31st. what do you want to do in terms of strategy? expose yourself to winners and avoiding losers around fiscal cliff. >> well, i think that we're taking the policy that, you know, we're in that mind set of you don't fight the fed. we think it continues. we like the housing sector. we like, you know, kind of the building products. we like those surrounding groups that we think with bernanke keeping interest rates low and buying these mortgages, they're going to work through, you know, not just the fiscal cliff but well into the future. >> so are there stocks or sectors that you think will be benefitting or getting hit as a result of the fiscal cliff issues? in other words, defense companies will have to cut jobs, transportation com
you have to put money to work regardless of the environment. i've been hearing lately a lot of the wall street firms have strategies. they're telling their clients what to buy, what to sell if, in fact, we go over the cliff. so what's your strategy, brian? let's say hypothetically speaking there's no deal by december 31st. what do you want to do in terms of strategy? expose yourself to winners and avoiding losers around fiscal cliff. >> well, i think that we're taking the policy that, you...
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Nov 14, 2012
11/12
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CNBC
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headline driven in this environment. yesterday you saw the sharp rally toward the end of the session. was it because of the rumor that spain might have a bailout or was it the rumor that potentially they were bundled 44 million euros together for greece? i don't know. it clearly moved the market, both of those things incidentally didn't happen. longer term, if you look at what is happening, europe versus the united states, you can see the effect of the fiscal cliff in the wake of the obama victory. here you see the yellow line here is the top 50 blue chips in europe. how they have traded over the last month. this is the dow jones industrial average. you'll see that under performance now, 4.5% as a result arguably of that fiscal cliff and arguably where the election left us. >> it's going to get tougher sledding. >>> meantime other capital markets op-ed, gary is looking although a few charts as he did yesterday. >> you know, carl, great piece by riches warning people about bond funds versus bonds. a lot of people ignore t
headline driven in this environment. yesterday you saw the sharp rally toward the end of the session. was it because of the rumor that spain might have a bailout or was it the rumor that potentially they were bundled 44 million euros together for greece? i don't know. it clearly moved the market, both of those things incidentally didn't happen. longer term, if you look at what is happening, europe versus the united states, you can see the effect of the fiscal cliff in the wake of the obama...
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Nov 16, 2012
11/12
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CNBC
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in realtime it adapts to the environment. nobody needs to turn any knobs or touch anything. >> in terms of your geographic revenue mix, 65% of sales come from foreign customers. what are geographies you're most exposed to? >> we have geographically distributed. our business came from geography. we're not dependent on any particular region. however, this whole mobile internet is really a secular movement that crosses all regions as well as different markets and so we are not dependent on any single market. >> about 90 million in net proceeds to the company from this ipo. what are you going to do with the money? >> i think we will buy some shoes. no. >> that's a lot of shoes. >> there's a lot of investment to be made. we feel very strong about the market so in the near term we are going to certainly invest in our engineering and sales and service but also i think, you know, there are lots of technologies in adjacent markets that are interesting. we may want to grow faster than we would -- >> thank you for stopping by. selina lo
in realtime it adapts to the environment. nobody needs to turn any knobs or touch anything. >> in terms of your geographic revenue mix, 65% of sales come from foreign customers. what are geographies you're most exposed to? >> we have geographically distributed. our business came from geography. we're not dependent on any particular region. however, this whole mobile internet is really a secular movement that crosses all regions as well as different markets and so we are not...
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Nov 13, 2012
11/12
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CNBC
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he says it remains one of caution in this environment. carl, back to you. >> wednesday is the day when they name the new partners at goldman, i believe. >> that's right. >> people waiting for the call. >> people close to or a source close to goldman sachs says it will be the smallest class in over a decade. probably less than 70 will be named partners at goldman sachs this year. back to you. >> thank you so much. mary thompson at headquarters. a big mover in drilling and natural gas space. >> weatherford this morning off 12% at 3.5 year low. the company warning that fourth quarter is going to come in for earnings below consensus on that number. and they also said that they still have not been able to resolve what they call material weakness in internal controls over financial reporting. they actually didn't break out their third quarter numbers. stock getting hit hard on a day when energy is already to the downside. >> motor trend magazine naming tesla's sedan the car of the year. will the model live up to the hype? we'll find out when te
he says it remains one of caution in this environment. carl, back to you. >> wednesday is the day when they name the new partners at goldman, i believe. >> that's right. >> people waiting for the call. >> people close to or a source close to goldman sachs says it will be the smallest class in over a decade. probably less than 70 will be named partners at goldman sachs this year. back to you. >> thank you so much. mary thompson at headquarters. a big mover in...
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Nov 15, 2012
11/12
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CNBC
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we think the holiday season is going to be competitive, we think we're still in a competitive retail environment and economic factors are making things somewhat difficult for our customers and that's why we're getting to those numbers. the stock had come in and it's going to again today. >> a lot of investors are thinking that this gigantic move and pull back appropriately to some average and was ready to blast off. look, you've got target nipping, you've got dollar tree reporting good numbers today. walmart had a great move. and now its great move i think has run its course. >> an amazing chart, if you go back to walmart stocks, the dip in the stock, it was the bryberry bottom for this quarter. i don't know if we're setting up for something better than anticipation but the head of u.s. walmart said november sales started ahead of plans. and they have got some extra sales thanks to lay away which has been a very popular program for retailers of late. >> we used to get monthly comps from all these retailers. >> those were the old days. >> i think the problem with wam mart, frankly is, the stock w
we think the holiday season is going to be competitive, we think we're still in a competitive retail environment and economic factors are making things somewhat difficult for our customers and that's why we're getting to those numbers. the stock had come in and it's going to again today. >> a lot of investors are thinking that this gigantic move and pull back appropriately to some average and was ready to blast off. look, you've got target nipping, you've got dollar tree reporting good...
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220
Nov 20, 2012
11/12
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CNBC
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340 to 360 a share but we guide what we think is realistic for q-1 which is a tough macro economic environment. a lot of our savings in terms of our savings program will be back end loaded because a lot of that is labor now moving to europe where it is much more difficult to separate people and takes longer and then some of our nonlabor savings we're instituting that executional excellence around skew reduction supply chain and those will kick in in the second half but perhaps most importantly we have some fantastic product coming up and i think i've been clear that companies come in on the backs of terrific products and those will kick in in the second half. >> many would say that they're going to have to. to those that would say what you're really do is managing a declining business because at the end of the day the rise of the tablet is actually the fall of the pc and printing because people just carry this thing around with them everywhere. how do you challenge that assumption that really all you're doing is managing a declining business. you may be managing it well. that's what it is. >>
340 to 360 a share but we guide what we think is realistic for q-1 which is a tough macro economic environment. a lot of our savings in terms of our savings program will be back end loaded because a lot of that is labor now moving to europe where it is much more difficult to separate people and takes longer and then some of our nonlabor savings we're instituting that executional excellence around skew reduction supply chain and those will kick in in the second half but perhaps most importantly...
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Nov 19, 2012
11/12
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CNBC
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most of the people that trade the bank stocks right now say low interest rate environment and no growth or low growth environmentment in 2013. reason they are not particularly optimistic. today these stocks are bouncing back. carl, they have been beaten up badly in the last couple of months. >> thanks, bob. bob pisani. send it back to head quarters and kayla. she has the market flash. >> watching diamond food. the stock tlaubled for the last year a half. down another 11% today on a downgrade from jefferies. jefferies saying there is a -- 33% more downside for this company to go. last week it restated earnings for the last two years. wipe out about $56 million in profit. they had problem was their accounting and with the payme payments. >> meantime, tensions rising in the middle east. senior official close to binyamin netanyahu is ready for ground invasion in the gaza strip but prefers diplomatic solution to that conflict. >> reporter: hello there. in fact, it is nighttime in g . gaza. the attention is shifting south of where we are. focusing more on cairo, egypt. that's where intense ne
most of the people that trade the bank stocks right now say low interest rate environment and no growth or low growth environmentment in 2013. reason they are not particularly optimistic. today these stocks are bouncing back. carl, they have been beaten up badly in the last couple of months. >> thanks, bob. bob pisani. send it back to head quarters and kayla. she has the market flash. >> watching diamond food. the stock tlaubled for the last year a half. down another 11% today on a...
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Nov 17, 2012
11/12
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MSNBC
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while their environment is being destroyed, if you think about louisiana as a state that is being literally destroyed by the industry that employs a good number of the people there. so every mechanism in that state is designed to protect an industry that's destroying the state. but people as real lives are tied to it. even democrats, someone like jay rockefeller who is considered a great prerogative when it comes to coal, he's are with the republicans. >> anyone who is going to be elected -- there are certain places where it's the geographic interests override the ideological ones. >> that's why is we need some actually leadership from the president, and others on the really central issues. i mean, look, climate change is the legacy issue of all legacy issues. you know, 100 years from now, the only thing that people are going to look back on 2012 and care about. the fiscal cliff or the -- it's like, you guys the arctic melts and you didn't do anything about it? why is that? >> keystone is one pipeline. the canadian company is planning to double the same pipeline that leaked. say obama rejec
while their environment is being destroyed, if you think about louisiana as a state that is being literally destroyed by the industry that employs a good number of the people there. so every mechanism in that state is designed to protect an industry that's destroying the state. but people as real lives are tied to it. even democrats, someone like jay rockefeller who is considered a great prerogative when it comes to coal, he's are with the republicans. >> anyone who is going to be elected...